C2O Advisors

www.c2oadvisors.com

Provide business process improvement services to companies in transition from start-up to growth stage using my SARA model. Specialize in SaaS Customer Success and Support strategies that accelerate and optimize customer success teams, delivering a robust blueprint of best practices, proven support technology requirements, and common-sense metric plans that drive business decisions. Provide authentic mentoring and coaching focused on results that increase customer satisfaction, retention and optimize per-customer profitability. SARA = Scalable, Accountable, Repeatable documented processes ideally wrapped in Automation. Assignments - Customer Success advisory services were provided for an HR Tech company. Services provided a gap analysis with recommended improvements road map, operational improvements and business case for continued direction - Provided gap analysis, documented improvement road map and implemented phase 1 improvements for a clinical trial payment technology company that had a strategic initiative to stabilize processes, provide a common experience to customers and prepare for growth - Conducted assessment for an ERP technology company to enhance client services operational efficiency

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Provide business process improvement services to companies in transition from start-up to growth stage using my SARA model. Specialize in SaaS Customer Success and Support strategies that accelerate and optimize customer success teams, delivering a robust blueprint of best practices, proven support technology requirements, and common-sense metric plans that drive business decisions. Provide authentic mentoring and coaching focused on results that increase customer satisfaction, retention and optimize per-customer profitability. SARA = Scalable, Accountable, Repeatable documented processes ideally wrapped in Automation. Assignments - Customer Success advisory services were provided for an HR Tech company. Services provided a gap analysis with recommended improvements road map, operational improvements and business case for continued direction - Provided gap analysis, documented improvement road map and implemented phase 1 improvements for a clinical trial payment technology company that had a strategic initiative to stabilize processes, provide a common experience to customers and prepare for growth - Conducted assessment for an ERP technology company to enhance client services operational efficiency

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